Senior Wealth Manager in IDFC FIRST Bank


Job Title – Senior Wealth Manager

Place of work – Pan India

Business Unit –Retail Banking

Function – Wealth, Retail Banking

Job Purpose :

The role would be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring IDFC First becomes the primary bank for all banking needs.

Roles & Responsibilities:            

  • Procuring the potential clients through networking, database, market analysis and references
  • Develop and manage the fund selection models
  • Product due diligence to understand the qualitative aspects of the products
  • Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
  • Financial goal setting and planning and prepare investment proposals for the clients
  • Liaison with operations team to resolve queries and revenue generation
  • Ensuring highest levels of customer service to the customer acquired
  • Assure adherence to the guidelines set by the bank
  • Gather latest Market intelligence and track and benchmark against best practices in competitor banks
  • Be up-to-date with equity and debt markets by going through investment reports/concall
  • Knowledge of all the asset classes – equity, fixed income, structured products, real estate, FX and commodities
  • In depth knowledge wealth management products – mutual funds, portfolio management service providers, alternative investment funds and listed investments
  • Knowledge of taxation implications for various investment products
  • Recommend improvements to processes and policies across the retail banking business to drive operational efficiencies and high quality customer service

Managerial & Leadership Responsibilities:

  • Attract and retain best-in-class talent for key roles in their reporting structure

Educational Qualifications:        

Graduate – Any

Post Graduate – Any MBA


Minimum of 14 years.


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